The following steps describe how to complete and submit an onboarding request form for a new non-employee, either clinical or non-clinical. Complete the form, making sure to populate all required fields designated by an asterisk (*).
- For new clinical non-employees follow the steps below or view this video.
- For new non-clinical non-employees follow the steps below or view this video.
Onboarding New Non-Employees
From the MyAffiliate dashboard, select either Non-Employee Onboarding Form – Non-Clinical or Non-Employee Onboarding Form – Clinical.
- When the selected form loads, populate the fields outlined below:
- Personal Information: Enter First Name, Last Name, and Date of Birth for the non-employee.
- Contact Information: Enter Personal Email and Personal Cell (e.g., xxx-xxx-xxxx).
- Work Address: Select Physical Work Location type (either domestic or international).
- Home Address: Enter the provider’s personal address information. While this information is not required, entering the home address assists with accurate record keeping.
- Job Details: Enter the following required job details:
- Organization: The name of vendor/supplier the non-employee belongs to. If the name does not come up in the pre-defined search list, select Other.
- Sponsor: Sponsor is the person accountable for the non-employee's relationship with UCSF and overseeing their non-employee account.
- Affiliation: The official association or relationship with UCSF for the non-employee. For example: CONFER (Conference Attendee), AFFCTH (Affil Cardio Rad Technologist).
- Start Date: The date the non-employee’s account should be available and active. The start date cannot be in the past.
- End Date: The date the Affiliation and/or Job Details are projected to end for the non-employee .
- Cost Center Information: 6-digit code and department name associated with the non-employee for administrative supervision. (e.g., 200068 Radiology).
- Department Information: 6-digit code and department name associated with the non-employee. For example, “200068 Radiology.” Note: Cost Center and Department will frequently be the same value, but not always.
- Services: Enter the specific services the non-employee will provide. Required fields in this section are: Active Directory Account Domain and Email Required.
With the desired information added, click Submit. This request will then be sent to the Identity Sponsor for review and approval.